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Joel Adams & Associates, Inc.: IEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joel Adams & Associates, Inc. on IEFA, newest first. How the timeline and the estimate are built.

Joel Adams & Associates, Inc. held 58,417 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,417 shares
    Change vs previous 13F +1,395 shares

    3.62% of the 13F portfolio, value $5,641,940.

    13F-HR 0001951757-26-001107 filed by Joel Adams & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 57,022 shares
    Change vs previous 13F -498 shares

    3.83% of the 13F portfolio, value $5,162,186.

    13F-HR 0001951757-26-000647 filed by Joel Adams & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 57,520 shares
    Change vs previous 13F +3,248 shares

    3.87% of the 13F portfolio, value $5,145,703.

    13F-HR 0001951757-26-000310 filed by Joel Adams & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 54,272 shares
    Change vs previous 13F -1,956 shares

    3.82% of the 13F portfolio, value $4,738,511.

    13F-HR 0001951757-25-001275 filed by Joel Adams & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 56,228 shares
    Change vs previous 13F -4,045 shares

    4.16% of the 13F portfolio, value $4,693,933.

    13F-HR 0001951757-25-000969 filed by Joel Adams & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 60,273 shares
    Change vs previous 13F +383 shares

    4.1% of the 13F portfolio, value $4,559,636.

    13F-HR 0001951757-25-000417 filed by Joel Adams & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 59,890 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $4,209,097.

    13F-HR 0001951757-25-000161 filed by Joel Adams & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).